ADVISOR BIO

David Himmelstein is a financial advisor with J.p. Morgan Securities LLC based in Rohnert Park, CA. David has been in the industry since June 2023 and holds the Series 63, Series 6TO, and SIE licenses. David is currently registered with the state of California. J.p. Morgan Securities LLC is a large financial services firm that has been providing financial advice and investment management services for over 100 years. The firm is known for its strong reputation and commitment to providing clients with personalized financial solutions.

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ADVISOR BIO

David Feuer Arntzen is a financial advisor with Packerland Brokerage Services, Inc. David has over 30 years of experience in the financial industry, providing comprehensive financial planning and portfolio management services to individuals, families, and businesses. David holds the Series 7 and Series 63 licenses, and has a SIE certification. He is registered to provide financial advice in 15 states. Prior to joining Packerland, David was a financial advisor at AVANTAX INVESTMENT SERVICES, INC. David specializes in working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.

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ADVISOR BIO

David Alexander Thomas is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2003. David has extensive experience in the financial services industry, holding various positions at firms including BANC OF AMERICA INVESTMENT SERVICES, INC., CITICORP INVESTMENT SERVICES, WM FINANCIAL SERVICES, INC., and MORGAN STANLEY DW INC.. David has also worked as a financial advisor for BANK OF AMERICA, N.A. in Roseville, CA. David is registered to provide investment advice in 32 states, and is active in both the broker-dealer and investment advisor space.

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ADVISOR BIO

David Edward Boynton is an Investment Advisor Representative at Eagle Strategies LLC, based in Irvine, California. David has been in the industry since 1992 and has a wide range of experience in providing financial services. He is a Chartered Financial Consultant and holds a Series 6, 7, 63, and 65 licenses. He specializes in providing financial planning, pension consulting, and portfolio management for individuals.

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ADVISOR BIO

David Selig is a financial advisor registered with UBS Financial Services Inc. in California and Texas. David has been working in the financial services industry since 2001. Prior to joining UBS Financial Services Inc., David worked for J.P. MORGAN SECURITIES LLC. David is licensed to provide investment advice in 39 states including California, Texas, and New York. David holds the Series 7, Series 63, and Series 65 licenses and has been recognized with the SIE designation. David is also the Executive Director of Used Pets, Inc., a dog rescue organization.

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ADVISOR BIO

David Lopez is a financial advisor with over 30 years of experience in the financial services industry. David is a registered representative and investment advisor representative with LPL Financial LLC. David has worked with various financial firms throughout his career, including BancWest Investment Services, Inc., LINSCO/Private Ledger Corp., CitiCorp Investment Services, and Cal Fed Investments. David has a wide range of experience in the financial services industry, including investment advisory, brokerage, and insurance. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

David Andrew Allen is a registered investment advisor with Oppenheimer & Co. Inc. in Los Angeles, California. David has been in the securities industry since February 24, 2000. David's firm has offices in Los Angeles and New York. David's primary area of specialization is Portfolio Management for Individuals.

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ADVISOR BIO

David Chin-jew is a financial professional with over 10 years of experience in the industry. David is currently registered with J.p. Morgan Securities LLC, a firm with more than $50 billion in assets under management. David has a Series 6, Series 63 and SIE license and is registered in California. David has experience with a variety of investment products and services, including variable contracts, financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

David Richard Nelson is a registered investment advisor representative with LPL Financial LLC. David has been in the industry since 1993 and has held previous positions with firms including WM Financial Services, Inc., Raymond James Financial Services, Inc., and First Associated Securities Group, Inc. David is a registered representative in 23 states and holds multiple licenses and qualifications including Series 6, 7, 24, 63 and 66. David is committed to providing comprehensive financial planning and investment management services to his clients.

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ADVISOR BIO

David Rogina has been in the securities industry since 1982. David currently works for UBS Financial Services Inc. David is registered with both FINRA and the state of California and Texas. David specializes in a range of services including, securities, mutual funds, variable annuities, fixed insurance, and retirement plans. David is also a member of the Board of Directors for the Merced Golf and Country Club.

SPECIALIZATIONS